Corient Private Wealth
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Corient Private Wealth’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Corient Private Wealth’s Portfolio EXG Stock Details EXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$561K Sell
2025
Q1 		$522K Sell
2024
Q4 		$533K Sell
2024
Q3 		$589K Sell
2024
Q2 		$576K Buy
2024
Q1 		$555K Sell
2023
Q4 		$534K Buy
2023
Q3 		$498K Buy
2023
Q2 		$533K Buy
2023
Q1 		$485K Buy